Formulas

Cashflow

Range

dateBetween(end(prop("Date")), start(prop("Date")), "days") > 0

Budget

Monthly Average

round(prop("Total") / prop("Months #"))

O/U

if(prop("Monthly Average") > 0, if(prop("Monthly Average") > prop("Budget"), "🔴 Over", if(prop("Monthly Average") == prop("Budget"), "🔵 Budget", "🟢 Under")), "")

Months

Gross Balance

prop("Total Earning") - prop("Total Spent")

Currently

contains(prop("Name"), formatDate(now(), "MMMM YYYY"))

This Year

contains(prop("Name"), formatDate(now(), "YYYY"))

Savings Goals

.5 * prop("Gross Balance")

Balance

Gross Balance

prop("Starting Amount") + prop("Total Earnings")

Total Saved

prop("Savings Goal 1") + prop("Savings Goal 2") + prop("Savings Goal 3")